Level Four Advisory Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
7,447
+447
| +6% | +$143K | 0.09% | 240 |
|
|
2025
Q1 | $1.88M | Sell |
7,000
-776
| -10% | -$209K | 0.08% | 251 |
|
|
2024
Q4 | $2.31M | Buy |
7,776
+244
| +3% | +$72.4K | 0.09% | 229 |
|
|
2024
Q3 | $2.03M | Buy |
7,532
+2,176
| +41% | +$588K | 0.09% | 238 |
|
|
2024
Q2 | $1.24M | Buy |
5,356
+3,168
| +145% | +$734K | 0.06% | 290 |
|
|
2024
Q1 | $410K | Hold |
2,188
| – | – | 0.02% | 528 |
|
|
2023
Q4 | $410K | Buy |
2,188
+50
| +2% | +$9.37K | 0.02% | 526 |
|
|
2023
Q3 | $319K | Sell |
2,138
-407
| -16% | -$60.7K | 0.02% | 561 |
|
|
2023
Q2 | $443K | Buy |
2,545
+244
| +11% | +$42.5K | 0.03% | 513 |
|
|
2023
Q1 | $380K | Buy |
2,301
+299
| +15% | +$49.3K | 0.02% | 527 |
|
|
2022
Q4 | $296K | Buy |
2,002
+29
| +1% | +$4.29K | 0.02% | 523 |
|
|
2022
Q3 | $266K | Sell |
1,973
-181
| -8% | -$24.4K | 0.03% | 449 |
|
|
2022
Q2 | $299K | Sell |
2,154
-97
| -4% | -$13.5K | 0.03% | 449 |
|
|
2022
Q1 | $421K | Buy |
2,251
+2
| +0.1% | +$374 | 0.03% | 445 |
|
|
2021
Q4 | $368K | Buy |
2,249
+143
| +7% | +$23.4K | 0.03% | 471 |
|
|
2021
Q3 | $353K | Sell |
2,106
-4,993
| -70% | -$837K | 0.04% | 354 |
|
|
2021
Q2 | $1.17M | Buy |
7,099
+2,515
| +55% | +$416K | 0.08% | 249 |
|
|
2021
Q1 | $648K | Sell |
4,584
-845
| -16% | -$119K | 0.05% | 337 |
|
|
2020
Q4 | $656K | Sell |
5,429
-796
| -13% | -$96.2K | 0.05% | 313 |
|
|
2020
Q3 | $624K | Sell |
6,225
-1,530
| -20% | -$153K | 0.05% | 313 |
|
|
2020
Q2 | $744K | Sell |
7,755
-377
| -5% | -$36.2K | 0.06% | 301 |
|
|
2020
Q1 | $700K | Sell |
8,132
-1,306
| -14% | -$112K | 0.08% | 257 |
|
|
2019
Q4 | $1.18M | Buy |
9,438
+4,201
| +80% | +$523K | 0.05% | 258 |
|
|
2019
Q3 | $620K | Sell |
5,237
-241
| -4% | -$28.5K | 0.06% | 290 |
|
|
2019
Q2 | $676K | Sell |
5,478
-248
| -4% | -$30.6K | 0.07% | 269 |
|
|
2019
Q1 | $626K | Sell |
5,726
-350
| -6% | -$38.3K | 0.07% | 271 |
|
|
2018
Q4 | $579K | Buy |
6,076
+991
| +19% | +$94.4K | 0.07% | 265 |
|
|
2018
Q3 | $541K | Buy |
5,085
+350
| +7% | +$37.2K | 0.06% | 324 |
|
|
2018
Q2 | $464K | Buy |
4,735
+10
| +0.2% | +$980 | 0.03% | 393 |
|
|
2018
Q1 | $441K | Buy |
4,725
+1,542
| +48% | +$144K | 0.03% | 370 |
|
|
2017
Q4 | $316K | Sell |
3,183
-1,071
| -25% | -$106K | 0.02% | 444 |
|
|
2017
Q3 | $385K | Buy |
4,254
+154
| +4% | +$13.9K | 0.03% | 372 |
|
|
2017
Q2 | $319K | Sell |
4,100
-11
| -0.3% | -$856 | 0.05% | 350 |
|
|
2017
Q1 | $320K | Buy |
4,111
+134
| +3% | +$10.4K | 0.03% | 401 |
|
|
2016
Q4 | $295K | Buy |
+3,977
| New | +$295K | 0.04% | 365 |
|